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Blog Post: Microsoft Dynamics CRM Consulting On a Budget

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A lot of small business owners and managers realize that a CRM solution could make their marketing, sales, and service efforts more efficient and make a major impact on their bottom lines. They frequently put the Internet to work and find the information that they need to pick a CRM product that meets their requirements. Once they make a purchase decision, they often find themselves in a difficult position, however. They have a CRM solution with a vast feature set but lack the experience and knowledge to successfully implement the solution and train their employees to use it well. To make matters worse, they also tend to have tight budgets with little wiggle-room for implementation and training.

To help illustrate this scenario, we’ll pretend that we are running a small real estate business. Our business is growing, and our current system of using Excel and Outlook to manage our customer relationships just isn’t working anymore. We decide that it is time to invest in a CRM application. We want a product that feels like it was designed with small businesses in mind but that isn’t handicapped by a limited feature set. After extensive online research, we decide on CRM Online, the cloud version of Microsoft Dynamics CRM 2011, because of its feature set, flexibility, and price.

We successfully get our account set up and provision our users. Because we aren’t Microsoft CRM experts, we have some questions regarding configuration and training. We have a powerful CRM solution, but don’t have a good idea of how to use it to transform our business. We’re a small business with a limited budget. We don’t have any developers or administrators on staff with Microsoft Dynamics CRM experience. Hiring CRM consultants to help us seems logical, but it is also potentially impractical given our budgetary restrictions. What options do we have left?

At xRM, we are sympathetic to the needs of small businesses, which is why we offer a variety of Microsoft Dynamics CRM deployment packages that provide the guidance you need at a low fixed price. The deployment packages offer various amounts of education, training, customization, and consulting time. We also offer prepaid consulting time at a discounted rate. This way, you can buy budget-friendly blocks of consulting time. Whether you need training, configuration, or customization, prepaid consulting time can be a welcome solution for small businesses that need a little bit of help from expert Microsoft Dynamics CRM consultants.


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